FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 79 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,634 | +12.8% | 100 | 0.0% | 0.00% | – |
| Q4 2023 | $1,448 | +10.1% | 100 | 0.0% | 0.00% | – |
| Q3 2023 | $1,315 | -5.6% | 100 | 0.0% | 0.00% | – |
| Q2 2023 | $1,393 | +139200.0% | 100 | 0.0% | 0.00% | – |
| Q1 2023 | $1 | -66.7% | 100 | -47.4% | 0.00% | – |
| Q4 2022 | $3 | -99.7% | 190 | +90.0% | 0.00% | – |
| Q3 2022 | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | +100.0% | 100 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | -80.0% | 100 | -50.0% | 0.00% | -100.0% |
| Q1 2016 | $5,000 | -28.6% | 200 | -33.3% | 0.00% | 0.0% |
| Q4 2015 | $7,000 | 0.0% | 300 | +9.1% | 0.00% | 0.0% |
| Q3 2015 | $7,000 | +40.0% | 275 | +65.7% | 0.00% | – |
| Q2 2015 | $5,000 | -44.4% | 166 | -39.9% | 0.00% | -100.0% |
| Q1 2015 | $9,000 | -76.3% | 276 | -73.5% | 0.00% | -75.0% |
| Q4 2014 | $38,000 | +533.3% | 1,040 | +497.7% | 0.00% | +300.0% |
| Q3 2014 | $6,000 | +100.0% | 174 | +135.1% | 0.00% | – |
| Q2 2014 | $3,000 | – | 74 | +1380.0% | 0.00% | – |
| Q1 2014 | $0 | -100.0% | 5 | -90.0% | 0.00% | – |
| Q4 2013 | $2,000 | -33.3% | 50 | -50.0% | 0.00% | – |
| Q3 2013 | $3,000 | – | 100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coastal Bridge Advisors, LLC | 268,538 | $6,176,000 | 3.45% |
| EnTrustPermal Management LLC | 103,388 | $2,378,000 | 2.41% |
| TIEDEMANN TRUST CO | 591,650 | $13,608,000 | 1.98% |
| TIEDEMANN ADVISORS, LLC | 254,287 | $4,080,000 | 1.57% |
| Garrison Asset Management, LLC | 92,513 | $2,128,000 | 1.46% |
| AVALON CAPITAL MANAGEMENT | 68,847 | $1,583,000 | 1.43% |
| Hochman Cole Investment Advisors, Inc. | 52,294 | $1,203,000 | 1.02% |
| Jacobus Wealth Management, Inc. | 147,165 | $3,385,000 | 0.97% |
| Cutter & CO Brokerage, Inc. | 80,241 | $1,846,000 | 0.86% |
| Swift Run Capital | 50,000 | $1,150,000 | 0.67% |